Switch from Yardi-Only CAM Review to CapVeri Verification
Switching from Yardi to CapVeri does not mean replacing Yardi. It means moving the verification step out of the ERP that produced the reconciliation and into a focused layer built to check gross-up, caps, pro-rata shares, and source GL lines.
The operational win is speed and proof. Your team exports the same Yardi data it already uses, uploads it to CapVeri, reviews exceptions, and exports an audit-ready packet without opening a new implementation project.
Why Switch from Yardi?
Setup and training burden
Recent Yardi complaint themes cluster around learning curve, setup, and support friction. CapVeri narrows the workflow to the reconciliation proof steps controllers need during close.
Configuration drift is hard to spot
Yardi can calculate correctly against stale or misconfigured recovery settings. CapVeri reruns the math from exported data and lease terms so drift becomes reviewable.
Audit backup needs to be easier to retrieve
Tenant questions require source lines, formulas, and a clear explanation. CapVeri packages the calculation trace instead of forcing a report hunt.
Migration Steps
Export Yardi CAM or GL Data
5 minutesRun the Yardi CAM, recovery, or GL expense report for the target property and reconciliation year. Export CSV or Excel with account, description, date, amount, and tenant billing fields where available.
Upload the Export to CapVeri
5 minutesCapVeri detects the Yardi format, previews imported rows, and flags missing or ambiguous columns before calculation.
Confirm Lease Terms and Pools
15 minutesReview gross-up thresholds, cap rules, expense stops, and recoverable pools. CapVeri stores the terms used for the calculation snapshot.
Review Exceptions and Export Backup
10 minutesRun reconciliation, inspect variances, open the calculation trace for any tenant, and export the packet for review or tenant response.
What Changes vs. What Stays
What Changes
- CAM verification moves into CapVeri
- Every result gets a calculation trace
- Exceptions are reviewed before tenant statements
- Audit packets are exported from one workflow
What Stays the Same
- —Yardi remains the ERP
- —Existing GL and lease records stay in place
- —No API integration project
- —Your accounting close process remains familiar
Frequently Asked Questions
Do I need to migrate away from Yardi?
No. CapVeri is an independent verification layer. Keep Yardi as the system of record and upload Yardi exports when you need CAM proof.
Which CapVeri package should a Yardi user start with?
Start with Reconcile for core verification, use Control for portfolio analysis and exception management, and use Defend for tenant-facing dispute and audit-defense workflows.
What happens if CapVeri does not match Yardi?
Treat the variance as an exception to investigate. CapVeri shows the source data, lease terms, and calculation steps so your team can identify whether the issue is Yardi configuration, source data, or CapVeri setup.
Related Resources
Keep Yardi. Verify CAM in CapVeri.
Upload a Yardi export and verify gross-up, caps, pro-rata shares, and tenant-ready backup in one focused workflow.
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